Client Plan Sponsor and Advisor/Consultant Experience Roundtable
2021 Program
- Input into Roundtable activities at a planning and naming committee
- Access to (and listening in) the EACH Enterprise online retirement plan community using the Hivebrite app (access to roster of contact among other benefits)
- Client Relationship Management Sentiment Survey and Report (2 during the year)
- 4 employer polls ($14,000 sample budget)
- Two viewpoint papers on strategic industry issues based on committee deliberations
- Creation and maintenance of the 401(k)-listening post LinkedIn page
- Creation and maintenance of the 401(k)-listening post Website
- Posting of surveys and reports on the 401(k)-listening post LinkedIn page and website
- Your company logo and positioning statement on the website of the 401(k) listening post
- 18 one-hour online meetings
- 6 for heads of Client Relationship Management
- 6 for heads of Strategic Account Management
- 6 for heads of Client / Advisor Experience and Marketing
- 1 in-person meeting in September 2021 (3 tracks and 3 registrations per company)
- Other activities as budget allows and membership needs evolve
Video
Participating Firms:
- ADP
- Empower-Retirement
- John Hancock
- Lincoln Financial Group
- Nationwide
- Principal Financial Group
- Securian
- The Standard
- Transamerica
- Voya Financial
Join
Download the Membership Application Here
On-line Meetings
All meetings from 11:00 a.m. to 12:00 p.m. Eastern
Client Relationship
January 6, March 3, April 14, May 26, October 20 and November 30
Strategic Account Management:
January 19, March 16, April 27, June 8, November 2 and December 14
Client / Advisor Experience & Marketing:
February 2, March 9, April 20, June 1, October 26 and December 7
In-person Meeting
September 27-28, 2021 (tentative)
Boston, MA
2021 Membership Dues
On or before January 31, 2021: $4,800.00
After January 31, 2021: $6,000.00
Cancellation policy: There are no refunds for this program